Yarger Wealth Strategies’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Yarger Wealth Strategies’s Portfolio UPGD Stock Details UPGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Hold	3,577	–	–	0.11%	108
2026 Q1	$261K	Hold	3,577	–	–	0.1%	106
2025 Q4	$265K	Buy	3,577 +61	+2%	+$4.54K	0.11%	104
2025 Q3	$263K	Hold	3,516	–	–	0.12%	102
2025 Q2	$250K	Hold	3,516	–	–	0.13%	92
2025 Q1	$246K	Hold	3,516	–	–	0.14%	80
2024 Q4	$243K	Buy	3,516 +43	+1%	+$3.11K	0.14%	78
2024 Q3	$250K	Hold	3,473	–	–	0.14%	78
2024 Q2	$227K	Hold	3,473	–	–	0.14%	78
2024 Q1	$230K	Sell	3,473 -1	-0%	-$63	0.16%	71
2023 Q4	$215K	Buy	+3,474	New	+$195K	0.17%	63
2023 Q3	–	Sell	-7,391	Closed	-$430K	–	63
2023 Q2	$430K	Hold	7,391	–	–	0.39%	44
2023 Q1	$409K	Hold	7,391	–	–	0.45%	37
2022 Q4	$400K	Buy	7,391 +53	+0.7%	+$2.87K	0.5%	35
2022 Q3	$372K	Hold	7,338	–	–	0.49%	34
2022 Q2	$389K	Hold	7,338	–	–	0.5%	34
2022 Q1	$448K	Hold	7,338	–	–	0.58%	32
2021 Q4	$461K	Buy	+7,338	New	+$460K	0.5%	33

Other funds holding UPGD

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

Yarger Wealth Strategies's UPGD Position: Q2 2026 in Review

Yarger Wealth Strategies held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q2 2026 at 3,577 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #108.

Yarger Wealth Strategies first reported a position in UPGD in Q4 2021 and has held it in 18 quarters since. The position peaked at $461K in Q4 2021. 5 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

Yarger Wealth Strategies held 3,577 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $295K as of Q2 2026.
Yarger Wealth Strategies left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up 0.11% of Yarger Wealth Strategies's portfolio in Q2 2026, its #108 holding.
Yarger Wealth Strategies first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2021 and has held it in 18 quarters since.
Yarger Wealth Strategies's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $461K in Q4 2021.
5 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.